Strategic Planning

We'll help you develop a simple common playbook to keep your leadership team coordinated.

• Planning cadence and schedule
• Roles and responsibilities
• Objectives and initiatives
• Cross-functional dependencies
• Key assumptions
• Communication strategy
• Progress tracking and review

We'll facilitate your end-to-end planning process to keep your leadership team aligned and on schedule. We'll essentially oversee the execution of your Strategic Planning Playbook.

We'll work with you to dynamically model your revenue targets and their underlying assumptions.

• Staffing
• Marketing inputs
• Sales performance
• Revenue and customer churn
• Pricing and discounts
• Seasonality and key market conditions

We'll help you develop a clear and simple project management framework to keep your teams executing and communicating effectively on key initiatives.

• Project ownership and sponsorship
• Stakeholder buy-in
• Resource commitment
• Roles and responsibilities
• Project setup
• Tooling and tracking
• Progress and communication
• Decision-making and escalations
• Train project management champions within each function

We'll work with your Sales, Finance, Revenue Operations and HR leadership to design all elements of your Sales Planning.

• Feedback and research
• Sales role definitions
• Territory design
• Quota setting
• Policy updates
• Compensation plan design
• Compensation plan document creation
• Communication strategy

We'll tailor our services to your specific needs and environment.